KEELER THOMAS MANAGEMENT LLC
Orem, Utah
5.0
1 Review
Keeler Thomas Management LLC, based out of Orem, UT, is a reputable investment advisory firm with a diverse portfolio of over 250 individual clients and assets under management valued at an impressive $277,365,000. Specializing in employer 401Ks and individual investments, Keeler Thomas Management LLC boasts extensive experience in these areas. With 92% of their assets managed on a discretionary basis, clients trust the firm's expertise and decision-making capabilities. With a compensation structure that encompasses various methods, such as a percentage of assets under management, hourly charges, fixed fees, and commissions, Keel...
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Assets Under Mgmt

$277.36M

Investment Professionals

4

Locations

0

% 401K & Individual

37%

% Discretionary

92%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Commissions
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Other: 1) WEALTH MANAGEMENT 2) PORTFOLIO MONITORING AND REVIEW
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.